|
1976
|
Woodward Diversified Capital
Bakersfield,
California
|
US$79.9萬
|
-US$3,728
|
-13
|
-0.4%
|
|
|
1977
|
Winning Points Advisors
Boca Raton,
Florida
|
US$79.9萬
|
+US$2.87萬
|
+100
|
+3%
|
|
|
1978
|
Rossby Financial
Melbourne,
Florida
|
US$79.7萬
|
+US$10.9萬
|
+381
|
+15%
|
|
|
1979
|
Citizens & Northern Corp
Wellsboro,
Pennsylvania
|
US$79.6萬
|
-US$3.33萬
|
-116
|
-4%
|
|
|
1980
|
BCS Wealth Management
Johnson City,
Tennessee
|
US$79.5萬
|
+US$1.41萬
|
+49
|
+2%
|
|
|
1981
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
US$79.5萬
|
-US$5.1萬
|
-178
|
-6%
|
|
|
1982
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
US$79.4萬
|
-US$4.62萬
|
-161
|
-5%
|
|
|
1983
|
|
US$79.2萬
|
+US$16.3萬
|
+568
|
+24%
|
|
|
1984
|
Wealth Management Associates
Cherry Hill,
New Jersey
|
US$79.1萬
|
+US$287
|
+1
|
+0%
|
|
|
1985
|
Oak Wealth Advisors
Northbrook,
Illinois
|
US$79萬
|
–
|
–
|
–
|
|
|
1986
|
Quotient Wealth Partners
Dallas,
Texas
|
US$78.9萬
|
-US$6.31萬
|
-220
|
-7%
|
|
|
1987
|
TI-Trust
Quincy,
Illinois
|
US$78.8萬
|
–
|
–
|
–
|
|
|
1988
|
Golden Reserve Retirement
Dublin,
Ohio
|
US$78.8萬
|
+US$34.1萬
|
+1,189
|
+69%
|
|
|
1989
|
Nemes Rush Group
Novi,
Michigan
|
US$78.7萬
|
-US$9.6萬
|
-336
|
-10%
|
|
|
1990
|
Charles Schwab Trust
Henderson,
Nevada
|
US$78.7萬
|
-US$1.43萬
|
-50
|
-2%
|
|
|
1991
|
Benin Management Corp
Wilton,
Connecticut
|
US$78.5萬
|
–
|
–
|
–
|
|
|
1992
|
BOK Financial Private Wealth
Denver,
Colorado
|
US$78.4萬
|
-US$10.8萬
|
-377
|
-12%
|
|
|
1993
|
Vision Financial Markets
Stamford,
Connecticut
|
US$78.4萬
|
–
|
–
|
–
|
|
|
1994
|
Advance Capital Management
Southfield,
Michigan
|
US$78.4萬
|
+US$1.69萬
|
+59
|
+2%
|
|
|
1995
|
Roman Butler Fullerton & Co
St Louis,
Missouri
|
US$78萬
|
-US$3.47萬
|
-121
|
-4%
|
|
|
1996
|
Westbourne Investment Advisors
Annapolis,
Maryland
|
US$77.9萬
|
–
|
–
|
–
|
|
|
1997
|
Johnson & White Wealth Management
York,
Pennsylvania
|
US$77.8萬
|
+US$5.65萬
|
+197
|
+7%
|
|
|
1998
|
Grant Private Wealth Management
Pleasanton,
California
|
US$77.8萬
|
+US$14.2萬
|
+496
|
+21%
|
|
|
1999
|
Willow Creek Capital Management
Missoula,
Montana
|
US$77.7萬
|
+US$82.4萬
|
+2,873
|
新
|
|
|
2000
|
Z3 Capital Partners
Richmond,
Virginia
|
US$77.6萬
|
-US$7,169
|
-25
|
-0.9%
|
|
